70-U6900-26-CP349_081226 Deloitte Touche SS.pdf.PDF

UNM Proposed Sole Source Form – Rev 04/07/2021

Proposed Sole Source Purchase Form Pursuant to New Mexico Procurement law, the UNM Purchasing Department will post your completed form on the UNM

Sunshine Portal and the State of New Mexico Procurement website for 30 days prior to purchase of the goods/services.

I. GENERAL INFORMATION. PLEASE PROVIDE THE FOLLOWING:

Date of Request 6/26/2026 Requisition Number (If Applicable) Request Submitted by: Lydia Monte Title Senior Program Manager

Department Project ECHO Email lmmonte@salud.unm.edu Phone 505-850-4013 Proposed Vendor Deloitte & Touche LLP, Kenya Amount $380,000

Vendor Address Waiyaki Way, Muthangari P.O. Box 40092 - GPO 00100 Nairobi, Kenya Tel: +254 (0) 20 423 0000

Term of Purchase

7/01/2026 - 6/30/2028

Buyer Team - See Commodity list at http://purchase.unm.edu/department-information/comm-code-listing.pdf

Provide a basic description of goods/services to be provided:

Financial services firm to support the ECHO Africa Office in facilitating procurement and the processing of necessary expenditures to support activities in multiple countries across Africa, ensuring compliance with local tax laws, and providing fund management services as needed. The company will ensure they meet the requirements of Kenyan law, adhere to ethical practices, mitigate anti-corruption and fraud, and align with existing UNMHSC policies as well as donor requirements and international best practices.

Why is this purchase needed?

Project ECHO is committed to developing a culturally appropriate, effective, and responsive organizational structure to support the long-term growth of ECHO in Africa. Starting in November 2025, the Gates Foundation partnered with the ECHO Institute at the University of New Mexico Health Sciences Center (UNMHSC) to strengthen public health surveillance systems in Africa by supporting country-led learning networks that promote knowledge exchange, workforce development, and sustainable use for decision-making. Project ECHO is collaborating with key surveillance partners to leverage the ECHO Model to establish seven country-specific case-based Infectious Disease Surveillance virtual communities of practice in Ethiopia, Kenya, Mozambique, Nigeria, Senegal, Tanzania, and Zambia.

To successfully meet these deliverables in the target countries, which are cash-based economies, numerous financial transactions need to occur at the local level for expenses such as venue fees, food/catering expenses, AV equipment, and participant incentives for activities such as ECHO Partner Launch Trainings. Having an in-country financial firm to manage the procurement and disbursement of funds according to local norms and customs, and who can provide the necessary vetting and expense reconciliation according to ECHO and UNM policy, has become increasingly necessary to meet the deliverables of the Gates Foundation grant but is also fundamental for the growth and sustainability of ECHO programs in Africa. Setting up the appropriate fiduciary controls and regulatory adherence for funds is critical for maintaining funder relationships, securing future funding, and mitigating financial risks for UNMHSC and Project

ECHO.

II. BASIS FOR SOLE SOURCE PROCUREMENT. CHOOSE APPLICABLE BOX(ES) AND

PROVIDE ADDITIONAL INFORMATION, AS REQUESTED:

☐ Proprietary item, technology or service only available from the proposed vendor. (Check box and describe proprietary component) http://purchase.unm.edu/department-information/comm-code-listing.pdf

☒ Compatibility requirement with existing item, technology or service. (Check box and describe compatibility requirement)

Deloitte brings a strong track record in delivering end-to-end fund management, fiduciary oversight, and procurement solutions to global development partners, multilateral institutions, and donor-funded programs across Africa. With an established presence in Kenya and a footprint in Africa, Deloitte is uniquely positioned to support Project ECHO. They have extensive local regulatory knowledge and expertise with global best practices to ensure compliance with local tax laws and regulatory compliance. Their experience in supporting multi-country programs enables them to provide seamless coordination across jurisdictions, ensuring efficient, transparent, and compliant financial operations.

Deloitte’s fund management capabilities are grounded in robust governance frameworks, strong internal controls, and advanced financial systems. Their teams are experienced in designing and implementing control environments that mitigate financial risks, prevent fraud, and safeguard funds while maintaining operational agility. In addition, their fund management services include implementing procurement processes that are compliant with donor regulations and country procurement laws. They also recognize the importance of supporting Project ECHO’s mission to expand access to high-quality healthcare across Africa. Their approach is not only to ensure compliance and financial integrity but also to enable operational efficiency and scalability, allowing our teams to focus on delivering impactful health outcomes.

☐ Renewal of support/maintenance/subscription of software, technology or other intellectual property. (Check box and describe)

☐ Other Basis for Sole Source: Please describe below:

III. SUPPLEMENTAL DETAILS. PLEASE PROVIDE ADDITIONAL INFORMATION AS

REQUESTED BELOW:

Describe in detail the unique capabilities of the proposed vendor’s goods/service and/or personnel performing the work and why this constitutes the only source. Focus on what is unique about the goods/service and why no other vendor could meet your needs.

Deloitte Africa is a member firm of the Deloitte global network and operate as an integrated firm across three major markets in East, Southern and West Africa. They have established offices in 12 African countries, and hold licenses to operate across 16 African countries, through which they serve clients on the continent. Through their network of multinational audit and advisory practices they are well-placed to serve clients in countries in Africa with consistent methodology, quality control, service delivery and accountability. They support private and listed entities, governments, government agencies, as well as non-profit organizations. Deloitte is an experienced funds manager, with over 30 years of experience managing over 100 million dollars of donor-funded programs in Africa for organizations such as the Mastercard Foundation, U.S Department of State, World Health Organization (WHO), World Bank (WB), AGRA amongst others.

Bernadette Wahogo, Deloitte’s Engagement Partner, has over 27 years of diversified client services and management experience delivering fund management, procurement, monitoring and evaluation, and strategic advisory services across complex, donor-funded programs. She has deep expertise in the health and development sector, with a strong track record of overseeing large-scale, multi-country initiatives and managing grant portfolios exceeding USD 100 million for leading international donors, including the U.S. Department of State, Mastercard Foundation, the United Nations agencies among others. Her experience covers multiple countries in Africa (Kenya, Uganda, Tanzania, Ethiopia, Uganda, Zambia, Malawi, Nigeria and Ghana) where engagements have been delivered in collaboration with development partners and implementing partners.

Rachel Muthoni, Procurement Expert with Deloitte Kenya, is a seasoned Procurement, Supply Chain, and Operations Leader with over 15 years of progressive experience managing end-to-end procurement and logistics functions within professional services firms, international NGOs, and large donor-funded programs across East Africa. She has provided procurement advisory services. She possesses deep expertise in strategic sourcing, contract management, donor compliance, inventory and asset management, vendor relationship management, and procurement policy development. She has extensive experience supporting USG-funded and other donor-supported programs, where she has provided procurement advisory services and led major donor procurements for initiatives such as YALI and Tujenge Jamii. She is highly skilled in applying PPAD and donor rules regulations, award administration requirements, and compliance frameworks to ensure transparent and efficient procurement processes.

Describe the due diligence made to locate other possible sources including communications with other universities, communications with similar providers, web searches, yellow page searches, review of advertisements and trade publications, etc.

In addition to Deloitte, we engaged with KPMG, Ernst & Young, Grant Thornton, and BDO-East Africa. Meetings were held with each company between May-June 2026 with proposals submitted by Deloitte, Grant Thornton and BDO.

KPMG and Ernst & Young declined to submit. As one of Africa’s ‘Big Four’ (top tier) financial firms, Deloitte has the proven experience in meeting the necessary scope of services outlined in the Statement of Work.

List the other vendors who were contacted. Please describe the specs/qualifications/criteria that the other vendors were unable to satisfy.

In addition to Deloitte, we engaged with KPMG, Ernst & Young, Grant Thornton, and BDO-East Africa. Proposals were submitted by Grant Thornton and BDO but KPMG and Ernst & Young declined to submit. Grant Thornton and BDO are second-tier firms in Africa, and while experienced aren’t able to meet the outlined scope of services at quite the same level as Deloitte who is top-tier.